How does the system know if the appointment being scheduled is covered under a package/ subscription?
Whether you schedule the client in an appointment, or the client schedules themselves into an appointment, any unpaid appointments will automatically apply when there is an active package/subscription on file, as long as the offering is part of the package/subscription.
Here's what we mean:
A client makes an appointment with you and is typically charged for that appointment at completion. The client loved the service and wants to purchase a package instead. In addition, the client would like to purchase this package on a monthly basis and have recurring payments. Once the client purchases a package/ subscription, this becomes active in their profile and any unpaid appointments will automatically apply to the package.
No need to manually add those appointments to the package. The system will do it for you and your client.
1) Make sure you have classes or services created
2) Create a Package > apply to all services/classes or some or set specific quantities
Pro Tip*: You can even set quantities for multiple services if you want to limit how many are included in the package. For example, a dance package of 7 classes includes 5 breakdancing classes and 2 salsa dancing classes.
3) Turn on Subscriptions (settings > features), add a subscription plan
4) Attach the package to the subscription so the number of sessions can be tracked
5) Tap on the home screen > subscription > (+) sign > sell the subscription with the package to the client.
To see if your client has an active package/ subscription, simply tap on the client icon > search the client’s name > tap > tap history > package > tap > confirm the number of sessions available within the time frame.
To schedule a client, from this screen > tap on schedule
Select the service that says “prepaid”.
Once a session has been booked, the session count will adjust. Tap into sessions to see the upcoming booking/s.